What departments does SVA Trust Company have?

SVA Trust Company has employees across 4 departments including Administrative, Program & Project Management, Consultant, Business Development.

What is the largest department at SVA Trust Company?

The largest department at SVA Trust Company is Consultant with 2 employees.

Where are SVA Trust Company employees located globally?

SVA Trust Company has employees across 1 continents and 1 countries including United States Of America.

How has SVA Trust Company's team size changed over time?

SVA Trust Company's team has decreased from approximately 2 to 1 employees based on available data.

SVA Trust Company Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

SVA Trust Company operates in the financial services sector and is based in Madison, Wisconsin. It provides tailored guidance to clients navigating the unique aspects of their financial lives, including estate challenges and legacy considerations. The firm collaborates with clients and their other key advisors to create and maintain investment strategies that align with individual goals and personal circumstances. Its capabilities cover a broad range of personalized services across different life stages.

The client base centers on individuals and families seeking help with estate planning and durable wealth management, aiming to translate personal goals into practical financial plans. In August 2023 the firm was recognized as a Great Place To Work for the sixth consecutive year, reflecting external validation of its workplace culture.

SVA Trust Company Global Highlights

North America
14

United States Of America
14

SVA Trust Company's Leadership

D. C.
Chief Administrative Officer
Mobile Phone
Email
B. R.
Interim President
Mobile Phone
Email
R. G.
Portfolio Manager
Mobile Phone
Email
J. D.
Financial Consultant
Mobile Phone
Email
J. N.
Associate Financial Consultant
Mobile Phone
Email
J. C.
Trust Business Development Officer
Mobile Phone
Email
L. S.
Client Relations Specialist
Mobile Phone
Email

SVA Trust Company Employee Metrics

100%

50%

0%

2026

2025

Entrepreneurship
Other

Contact profiles from SVA Trust Company

Name

Title

Contact

Location

Last Update

B. R.
Interim President
Mobile Phone
Email
Oct 21, 2024
D. C.
Chief Administrative Officer
Mobile Phone
Email
Sep 23, 2024
R. G.
Portfolio Manager
Mobile Phone
Email
Dec 19, 2024
J. D.
Financial Consultant
Mobile Phone
Email
Oct 22, 2024
J. N.
Associate Financial Consultant
Mobile Phone
Email
Oct 23, 2024
J. C.
Trust Business Development Officer
Mobile Phone
Email
Oct 16, 2024
L. S.
Client Relations Specialist
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is SVA Trust Company known for?

SVA Trust Company operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-608-826-****

. Explore SVA Trust Company's company overview page for more information.

What is SVA Trust Company's most common email format?

SVA Trust Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SVA Trust Company email formats with LeadIQ.

How many employees does SVA Trust Company have currently?

SVA Trust Company has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are SVA Trust Company's key employees and leadership?

As of July 2026, SVA Trust Company's key employees include:

Chief Administrative Officer: D. C.
Interim President: B. R.
Portfolio Manager: R. G.
Financial Consultant: J. D.
Associate Financial Consultant: J. N.

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SVA Trust Company Employee Directory

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